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They will remain an underperform and not a player in AI. Yes, they have a good installed base.

He just bought more. GS are the best in breed, across all bank categories.

He bought more due to JOMO -- joy of missing out. NFLX is back on its way.

The buyback buys them some time, a smart move. Think of the refresh cycle later this year. But AI needs to be more relevant to their installed base to support that refresh. It's a second-half, show-me story.

Growth to value isn't dead yet.

Pays a 2.6% dividend and boasts $18 billion free cash flow.

He's been buying this weakness. Lots of risk. Can't recommend it.

He's surprised with how strongly shares are soaring on phase 3 trial results of their obesity drug. They're a little late to the party in these drugs, but theirs you would take less often their than peers'. Also, a recent acquisition makes them double-digit revenue growers and is accretive. Loves the dividend growth too.

After they reported, shares declined 10%, but he still thinks they're best in breed, with retail banking on top. They increase their 2.4% dividend by 10% annually and trades at a 10x forward PE. Banks have been strong the past year.

He added more. The consumer is trading down (see Kellogg's and Starbucks earnings). There's growth here again, and have been increasing their modest dividend. Boast $4 billion in free cash flow the past year.

He just trimmed it on oil's move upward. 

Doesn't think the earnings increase justifies the $20 increase a weak. Is now 29x fowrad PE now. The share buyback is massive. He wrote a covered call this morning because today's move was huge. Take profits at $190-200.

Markets appear to be recovering from weakness in April. Investors are cautious with under performance in tech since January. Will be interesting to see if trend in tech slowness will continue. Energy & industrial sectors appear to be benefiting from rotation. Defensive stocks appear to be the latest trend in investor tastes. Expecting strength in defensive sector as investors seek protection from "sell in May" traders. Will be opportunities in the spring/summer for stocks that have sold off. Four year election cycle will weigh on certain stocks - uncertain which sectors will benefit the most from spending by politicians looking to get re-elected. 

Excellent name that offers defensive protection. Strength in health care sector good for investors. Weakness in sector that past 1-2 years is creating buying opportunity. 

Another defensive name that is good for investors. A.I. demand along with Bitcoin driving need for energy. Large energy suppliers are seeing record growth. Expecting upward trend to continue. Falling interest rates will be good for utility balance sheets.